Expertise.com

Best Financial Advisors in Redondo Beach

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Redondo Beach, CARedondo Beach, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Redondo Beach, CARedondo Beach, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

225 Avenue I, Suite 201, Redondo Beach, CA 90277
Redondo Beach, CA 90277
  • Certified Financial Planner (CFP)

Advanced Planning Solutions, Inc., caters to individuals, families, and business owners in Redondo Beach and the surrounding communities. The company offers suggestions, alternatives, and new strategies in asset preservation, investment decisions, Social Security, and employer benefits. It also creates portfolios tailored to clients' needs and helps with retirement and estate planning. It also helps with long-term care, mortgage payments, and asset protection. Advanced Planning Solutions has partnerships with Pimco Inc., Ocean Park, Polen Capital, and American Funds.

225 Avenue I, Suite 201, Redondo Beach, CA 90277
Redondo Beach, CA 90277

Website(310) 792-2424

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

1200 Aviation Blvd., Suite 201, Redondo Beach, CA 90278
Redondo Beach, CA 90278
  • Certified Financial Planner (CFP)
  • Retirement Planning

Since 1988, Bollinger Capital Management, Inc. has been helping individuals, families, and companies in Redondo Beach achieve their financial security. The fiduciary firm offers two investment programs: traditional money management and socially responsible investment management. It utilizes technical, rational, and fundamental analysis to gather information for formulating investment strategies. Bollinger Capital Management is owned and operated by John Bollinger, a chartered financial analyst and market technician. He appeared on the Financial News Network and CNBC as a chief market analyst.

1200 Aviation Blvd., Suite 201, Redondo Beach, CA 90278
Redondo Beach, CA 90278

Website(310) 798-8855

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
Torrance, CA 90503
  • Certified Financial Planner (CFP)

Confidence Wealth Management has been handling the needs of individuals, retirees, business owners, and investors in Redondo Beach and the surrounding areas since 2002. The firm specializes in various services, which include helping clients to protect their principals, preserve and grow their retirement income, decrease their investment fees and taxes, and optimize their financial plans. Confidence Wealth Management also assists clients in reducing their inheritance taxes, improving their social security benefits, and planning for health care expenses.

21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
Torrance, CA 90503

Website(310) 824-1000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266
Manhattan Beach, CA 90266
  • Estate Planning

Markland Wealth Management, Inc., serves Redondo Beach. Its advisors focus on assisting business owners, families, physicians, and retirees in developing long-term financial plans to help them pursue their goals. They create strategies that are customized to their specific needs and regularly review plans to keep them on track. They advise clients on how to allocate assets based on their investment objectives and offer insurance plans to reduce risks. Markland Wealth Management was founded in 1986.

1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266
Manhattan Beach, CA 90266

Website(310) 643-7750

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

20335 Ventura Boulevard, Suite 125, Woodland Hills, CA 91364
Woodland Hills, CA 91364
  • Certified Financial Planner (CFP)

Providence Financial & Insurance Services caters to clients in communities within Redondo Beach. The firm, which is a member of Ed Slott's Elite IRA Advisor Group, offers comprehensive services involving investment management, tax preparation, asset protection, and IRA maximization. Its staff's experience in identifying stock market trends, estate planning, and risk minimization helps clients in devising ways to secure their retirement and financial futures. The firm and its members are also affiliated with the National Ethics Association and the West Valley-Warner Center Chamber of Commerce.

20335 Ventura Boulevard, Suite 125, Woodland Hills, CA 91364
Woodland Hills, CA 91364

Website(818) 887-6443

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

841 Apollo St #320, El Segundo, CA 90245
El Segundo, CA 90245
Instagram
  • Certified Financial Planner (CFP)

Urban Wealth Management is a fiduciary service provider catering to Redondo Beach residents. Get-in-Gear, its financial planning package, includes a personal financial dashboard; cash flow and balance sheet reports; and employee benefits, debt, and insurance reviews. Advanced plans covering stock options, multi-generational, and retirement income planning are available for growing or affluent families. The firm also provides pared-down plans for clients whose finances are already on-track and only need periodic checking. Urban Wealth Management comprises women advisors who hold CFP designations.

841 Apollo St #320, El Segundo, CA 90245
El Segundo, CA 90245

InstagramWebsite(424) 277-2260

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
Manhattan Beach, CA 90266
  • Certified Financial Planner (CFP)

Wendell Charles has been assisting individuals, families, startups, and businesses in Redondo Beach in achieving financial freedom since 2011. To create long-term financial plans for its clients, the firm collaborates with estate planning attorneys, bookkeepers, and Realtors. It also creates financial strategies, such as debt reduction and pay-off strategies as well as assists in planning for retirement by providing services such as Medicare planning. Wendell Charles has been featured in CNBC, Forbes, and The Wall Street Journal.

1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
Manhattan Beach, CA 90266

Website(888) 701-7305

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you